In Part 1, I laid out some basic theory for Baidu and search engines. I think it was a pretty solid picture for Baidu circa 2010. But strange things have been happening since then. Baidu has moved into entertainment, services (for a while), content creation and self-driving cars. I’m not sure if these were strategic […]
I like search engines. But they are very strange animals. They remind me of giraffes and ant eaters. Unique animals that you can’t really compare to anything else. But their competitive strength is really impressive. For example: Google Search is dominant globally, with +85% of the market. Bing and Yahoo are 2nd and 3rd globally, […]
In this podcast, Jeffrey Towson discusses whether Baidu can become the new AT&T in China. He considers factors such as Baidu’s strengths in search and artificial intelligence, as well as the challenges it faces from rivals like Alibaba and Tencent. For example, Baidu has a strong foothold in the Chinese search market, but it faces competition from Alibaba in the e-commerce market and Tencent in the social media market.